Get on the radar of buyers
42 primitives in this stage — 37 skills · 5 agents. Concept-stage catalogue, kept vendor-agnostic.
Scan contacts for re-touch triggers →
"I only ever reached out to whoever was top of mind — this shows me who I have been neglecting and why now matters."
Flag dormant partners and assemble re-entry hooks →
"I had six partner relationships I had not touched in over a year and did not realise until a deal slipped through one of them."
Track outstanding client publication clearances →
"Three great case studies sat in draft for six months because I forgot to chase clearance — this keeps them moving."
Monitor the site for drifted or out-of-date claims →
"Six months after a refresh the site had already drifted — this surfaces the decay before it becomes embarrassing."
Track CFP deadlines and chase decisions →
"I missed a CFP deadline for my best-fit conference by four days — this makes sure that never happens again."
Find the ownable angle →
"I keep writing pieces that feel generic — this gets me to the one thing only we can say."
Match format and channel to audience →
"My piece was solid but ended up in the wrong place — now I decide channel before I write a word."
Build the argument skeleton →
"Starting with a blank doc used to paralyse me — now I fix the structure first and the words follow."
Write the full first draft →
"I had the skeleton but stared at it for days — this gets me a full draft I can actually edit."
Sharpen and tighten the draft →
"My first drafts always run long and repeat themselves — this trims it to something I would actually want to read."
Run the partner sign-off check →
"I nearly published something that named a client we had not cleared — this is the gate that stops that."
Plan the distribution push →
"I used to just hit publish and hope — this turns a good piece into something that actually reaches people."
Extract derivative assets from a piece →
"I wrote a great article that three people saw — this makes it reach ten audiences instead of one."
Prioritise the short list and propose an angle →
"The scan gives me 20 people I could contact — this tells me the five I should, and exactly what to say."
Draft the personalised touchpoint message →
"Sending a generic check-in feels worse than not sending anything — this writes something that actually lands."
Draft the catch-up proposal and scheduling note →
"I always worried the invite would read as a pitch — this frames it as a genuine catch-up people actually want to take."
Prepare the catch-up briefing →
"I have shown up to catch-ups not knowing the person had just changed jobs — this makes sure that never happens."
Draft the post-conversation follow-through →
"I promised to send something in three calls last month and forgot all three — this closes the loop before the tab closes."
Draft the double-opt-in introduction →
"I have been wanting to connect these two people for months — this writes the message I kept overthinking."
Build the prioritised partner shortlist with rationale →
"The score told me who was top — this tells me why each one and what to say when I reach out."
Draft the first-approach message to a target partner →
"Partner outreach always felt awkward — this frames the mutual interest so it does not read as a pitch."
Draft a partnership pitch one-pager →
"I needed something to leave behind that explained the partnership without a 30-minute conversation — this is that document."
Prepare the exploratory-call brief and agenda →
"I have gone into partnership calls underprepared and talked past each other — this makes sure I run a structured conversation instead."
Synthesise call notes into a fit verdict and next step →
"After exploratory calls I would feel vaguely positive and then nothing happened — this converts the conversation into a decision."
Draft the partner brief or MOU →
"We shook hands on a partnership and had different expectations six months later — this pins it down before memory diverges."
Write the partner re-engagement message →
"A generic re-connect message to a partner who has been quiet for a year does more harm than good — this earns the re-open."
Draft the firm description, tagline, and problem-framing statement →
"Our website copy was written three years ago by someone who no longer works here — this rebuilds the story from what we actually do now."
Pressure-test the narrative against real client language →
"We kept using words that made sense inside the firm but meant nothing to the buyer — this closes that gap."
Decide which completed engagements to write up →
"We had plenty of good work but no idea which projects to write up first — this gives me a prioritised list I can defend."
Draft the situation-intervention-outcome write-up →
"I had the notes but could not turn a complicated project into something a prospect could read in two minutes — this does it."
Audit the live site against current positioning →
"The website described a service line we dropped eighteen months ago — this catches that before a prospect does."
Write home, service, and about page copy →
"We knew what needed to change on the site but kept putting off writing it — this produces copy I can hand straight to a developer."
Structure the deck for a 10-15 minute walkthrough →
"Our credentials deck was a document people read, not a story I could tell — this fixes the architecture before a word is written."
Write the slide-level content and talking points →
"I had the structure but each slide was still blank — this fills them with copy that supports confident delivery."
Draft the canonical practitioner bio →
"My bio read like a LinkedIn profile that listed jobs — this makes it sound like a person with a distinct point of view."
Shortlist and rank candidate events →
"I was saying yes to conferences because they sounded prestigious, not because the right people were there — this fixes the selection logic."
Draft the abstract, title, and speaker bio →
"I kept submitting the same abstract to every conference and getting rejected — this matches the pitch to what each organiser actually wants."
Build or adapt the talk deck outline →
"I got the slot confirmed and then stared at a blank deck for a week — this gives me a spine to build from."
Critique a rehearsal run-through →
"I would rehearse alone and convince myself it was fine — this gives me an honest outside read before the room does."
Prepare an event working brief →
"I used to show up at conferences and drift from table to table — this gives me a plan I can actually execute."
Suggest warm introductions to broker →
"I realised mid-event that two people I had just met needed to know each other — this makes me a connector, not just a networker."
Triage contacts and recommend next action →
"I would come back from events with a stack of business cards and no idea what to do — this converts chaos into a clear action list."